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Our Services

Comprehensive, Tax-Integrated Solutions to Simplify Your Life and Finances

At Montage Wealth Advisors, our unique technical skills and tax-integrated perspectives enable us to design truly comprehensive financial plans. Offering tax planning and preparation services for financial planning clients, along with asset management and a host of other solutions, Montage Wealth Advisors is a one-stop shop designed to help you organize your finances and simplify your life.

Financial Planning

At Montage Wealth Advisors, we create truly comprehensive solutions designed to simplify your finances and your life. Not only can we develop a plan that connects where you are today with where you want to be tomorrow (or 20 years from now); but we also incorporate tax-efficient wealth and investment management strategies, as well as tax preparation services for all financial planning clients. As a result, you can have an integrated, comprehensive and tax-efficient plan built to last. And, as your needs and circumstances change over time, we can adjust your plan to keep you on track.

Wealth Management

As a generational practice, we’ve already been where you’re going. We apply time-tested strategies to your personalized plans, which are centered on your unique goals, time horizon, risk tolerance, and tax situation while accounting for today’s volatile market. Montage Wealth Advisors is an independent practice, so we don’t place any focus on selling investment products. Instead, we work for you to build integrated wealth management solutions. And, as fiduciaries, we operate with competency and the utmost integrity, always putting your best interests first.

Retirement Planning

The financial planners at Montage Wealth Advisors specialize in helping pre-retirees position themselves to do more of what they love in retirement. We want to help you turn your investments into life experiences. Whether your focus is on travel, spending time with family, leaving a legacy, or all of this and more, we’ll help you develop a sustainable wealth distribution plan that integrates tax strategies to simplify your finances, maximize your income and save you money.

Tax Planning

Many financial firms may offer tax planning services, but what sets Montage Wealth Advisors apart is our ability to seamlessly integrate and implement your tax plans into your wealth management strategies and financial plan. Our tax professionals are Enrolled Agents who know the latest tax laws and work to put you in the most favorable position every tax season. We also offer full tax preparation services for all our financial planning clients.

*Tax services offered through Montage Wealth Advisors. Cetera Advisor Networks LLC does not provide tax or legal advice.

Insurance & Protection

To be effective, a financial plan must be truly comprehensive, incorporating full considerations for proper risk management. This is why we have in-house licensed insurance agents. In addition to helping you assess your risks and coverage needs, we can help you assess your coverage options and help you replace, terminate or purchase plans according to your specific circumstances and budget.

College Planning

When planning for your family’s financial future, it’s important to plan effectively for educational expenses. We offer education planning services to help families navigate the rising costs and many variables of private and higher education. Our services include projecting expenses, setting goals, and selecting effective savings and investment options. Because of our extensive experience and tax knowledge, we also provide FAFSA Application assistance to make the process easier when the time comes.

Estate Planning

Montage Wealth Advisors' estate planning specialists work closely with you and your legal representative to create a comprehensive estate plan that can lessen your tax burden and protect your loved ones. With roots as a family-owned multi-generational firm, we’re highly relational in our approach to estate planning, delivering tailored, tax-efficient solutions for your circumstances. We also review and update existing estate plans so they stay current and effective. Trust us to help you preserve your legacy and your family’s financial well-being.

*For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

Charitable Giving

At Montage Wealth Advisors, we understand that giving back to your community and supporting causes you care about is an important part of your financial plan. Our advisors will work with you to develop a personalized plan designed to support your giving or third-party charitable giving while considering your tax strategies. Whether you’re planning a one-time gift, charitable trust, or company giving program, our team can help. Contact us today to learn more about our services and how we can help you make a difference through your generosity.

Retirement Plan Consulting

Offering a retirement plan through your business has many advantages, but it also presents new and difficult challenges. With changing regulations and a volatile market, you may benefit from specialized knowledge and continual oversight in order to keep your plan up to performance standards. At Montage Wealth Advisors we provide comprehensive consultations and ongoing fiduciary services for new and existing plans to reduce your risk exposure so that your company’s retirement plan can be effectively designed and compliant.

401(k) Plans

We offer consultation services for business owners and employees alike concerning their 401(k) retirement plans. Our experienced retirement planning specialists can provide group and individual plan consultations to educate employees and promote plan participation. Additionally, if you are retired, approaching retirement, or have other 401(k) plans with previous employers, we can offer objective, tax-savvy advice and strategies on how to make the most of your retirement savings.

Business Planning

At Montage Wealth Advisors, we have a unique skill set that allows us to provide comprehensive business planning guidance that goes beyond bottom-line planning to consider every element that may affect your business’ future and financial story. We assist contractors and high cash-flow business owners with business planning needs, tax strategies, and third-party planning needs for a simple, organized, and more cost-effective operation.

Put the Clarity, Convenience, and Security of AdviceWorks to Work

Put the Clarity, Convenience, and Security of AdviceWorks to Work

At Montage Wealth Advisors, we understand the value of a trustworthy financial organization. That’s why we’ve partnered with AdviceWorks to provide you with industry-leading technology that’s easy to use and keeps you organized. With AdviceWorks, you can access all your accounts, coordinate with your advisors and see your progress, all in one place.

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Our Approach

Our tax-integrated approach to financial planning strives to help you keep more of what you earn, so you can do more of what you love.

Our Approach

Contact Us

If you’re ready to get organized and simplify your life — if you’re ready to gain the financial confidence to do more of what you love — we’re here to help!

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Our Team

As fiduciaries in a family-founded practice, we believe in providing unmatched value through expansive yet personalized and integrated solutions.

Meet the Team